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Disclosery

Summit Financial, LLC: EMHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial, LLC on EMHY, newest first. How the timeline and the estimate are built.

Summit Financial, LLC held 320,352 EMHY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 320,352 shares
    Change vs previous 13F +860 shares

    0.14% of the 13F portfolio, value $13,027,105.

    13F-HR 0001172661-26-003336 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 319,492 shares
    Change vs previous 13F -1,399 shares

    0.16% of the 13F portfolio, value $12,581,577.

    13F-HR 0001172661-26-002343 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 320,891 shares
    Change vs previous 13F +2,652 shares

    0.19% of the 13F portfolio, value $12,954,372.

    13F-HR 0001172661-26-000703 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 318,239 shares
    Change vs previous 13F +10,486 shares

    0.19% of the 13F portfolio, value $12,630,917.

    13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 307,753 shares
    Change vs previous 13F +6,532 shares

    0.27% of the 13F portfolio, value $11,993,122.

    13F-HR 0001765536-25-000007 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 301,221 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $11,515,668.

    13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).